Commonwealth Retirement Investments LLC has filed its 13F form on May 09, 2025 for Q1 2025 where it was disclosed a total value porftolio of $246 Billion distributed in 95 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Broadcom Inc. with a value of $14.3B, Jpmorgan Chase & CO with a value of $12.1B, Abb Vie Inc. with a value of $10.5B, Microsoft Corp with a value of $9.9B, and Exxon Mobil Corp with a value of $9.53B.
Examining the 13F form we can see an increase of $3.12B in the current position value, from $243B to 246B.
Commonwealth Retirement Investments LLC is based out at Richmond, VA
Below you can find more details about Commonwealth Retirement Investments LLC portfolio as well as his latest detailed transactions.
Portfolio value
$246 Billion
Technology: $46.3 Billion
ETFs: $41.8 Billion
Financial Services: $38.6 Billion
Healthcare: $37.4 Billion
Consumer Defensive: $25.5 Billion
Industrials: $19.5 Billion
Energy: $18.6 Billion
Consumer Cyclical: $14.5 Billion
Other: $1.87 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
